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Packages for Dental Practices

Gold Filling Package
Porcelain Package
Silver Amalgam Package
Monthly Investment (A & B below)
Starting at $1,300
Starting at $600
Starting at $350
Onboarding & Setup (A & B below)
One-time same as first month
One-time same as first month
One-time same as first month
Service
Gold Filling Package
Porcelain Package
Silver Amalgam Package
Transaction Categorization
Weekly
Monthly
Quarterly
Account Reconciliation
Weekly
Monthly
Quarterly
Financial Reporting
1st Week of the Month
2nd & 3rd week of the Month
Quarterly by End of Following Month
Important Tax Document Retention
QuickBooks Online Essentials
-
Annual Sales & Use Tax Reporting
Optional Add-In
-
Annual Personal Property Tax Reporting
Optional Add-In
-
Annual Worker's Comp Audit
Optional Add-In
-
State Annual Report
Optional Add-In
-
Compliance Services
Advisory Services
Service
Gold Filling Package
Porcelain Package
Silver Amalgam Package
Reasonable Compensation Analysis
Federal & State Income Tax Estimation
Monthly CFO Reports
-
Coordination with Financial Advisor
-
Tax Projection Report
-
Proactive Tax Planning
-
Budgeting
-
-
Cash Flow Forecasting
-
-
Revenue Stream Analysis
-
-
Service
Gold Filling Package
Porcelain Package
Silver Amalgam Package
Strategic Planning Meeting
Quarterly
Twice per Year
Annually
Email and Portal Messaging Support
24-Hour Response Time
48-Hour Response Time
72-Hour Response Time
Phone Support
24-Hour Response Time
48-Hour Response Time
-
IRS Notice & Audit Support
5 Hours Per Year Included
2.5 Hours Per Year Included
-
Access & Support
Service
Gold Filling Package
Porcelain Package
Silver Amalgam Package
IRS Account Monitoring
Available
Available
Available
Full-Service Payroll
Available
Available
Available
Business Tax Return (See A below)
Available
Available
Available
Individual Tax Return (See B below)
Available
Available
Available
1099 Preparation & Delivery
Available
Available
Available
Additional Options

(A) Business Tax Prep fees, monthly rate, and one-time setup fee are deductible business expenses

(B) Schedule C Business portion of Tax Prep fees, monthly rate, and one-time setup fee are deductible business expenses

Rates current through December 31, 2024

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